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Guideline - New SaaS Software

Guideline Reviews in May 2025: User Ratings, Pros & Cons

Secure your financial future with Guideline.

2.9

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Guideline Reviews & Ratings

2.9

Good

Based on 12 ratings & 520 reviews

Rating Distribution

Excellent

(377)

Very Good

(105)

Good

(10)

Poor

(4)

Terible

(24)

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Showing 61-70 out of 520

HR

Hank R

09/26/23

4.5 out of 5

"Great experience for employer and employee"

What do you like best about Guideline? The intuitive user interface is great. they also have great customer service What do you dislike about Guideline?

AU

Anonymous User

09/26/23

4 out of 5

"Easy onboarding and seamless management!"

What do you like best about Guideline? We use Guideline in conjunction with Gusto for our payroll. The onboarding and integration process was easy and smooth, and ever since then it just works!

AU

Anonymous User

09/26/23

4 out of 5

"Great service, but limited in options for plan design"

What do you like best about Guideline? Great fund options and reasonable fees. Designing a 401k is a daunting task, but Guideline makes it easy. What do you dislike about Guideline?

JS

Jen S

09/26/23

4 out of 5

"They do a good job!"

What do you like best about Guideline? They offer personable service when I call about an issue. What do you dislike about Guideline?

SC

Stacy C

09/26/23

4 out of 5

"Ease of setup and ongoing use."

What do you like best about Guideline? I enjoy how easy it is to adjust my investment portfolio and switch between admin and user accounts. The mplementation process was fairly seamless and our company has been overall pleased with their experience. I also enjoy the amount of resources Guidline provides.

KM

Katja M

09/26/23

3.5 out of 5

"Guideline works for a small company"

What do you like best about Guideline? Easy to use and intuitive. Works with Namely What do you dislike about Guideline?

JL

Joshua L

09/07/23

5 out of 5

"Easy and effective"

What do you like best about Guideline? Guideline is simple to use and handles all the on boarding for you. Guideline also helps you stay compliant and up to date. What do you dislike about Guideline?

JL

Joshua L

09/07/23

5 out of 5

"Easy and effective"

What do you like best about Guideline? Guideline is simple to use and handles all the on boarding for you. Guideline also helps you stay compliant and up to date. What do you dislike about Guideline?

CH

Chris H

09/01/23

1.5 out of 5

"Big botch on startup and zero help from Guidelines. Hours of extra work"

What do you like best about Guideline? Guidelines has nice fund packages, easy to work with once set up. Integrates with QBO so easy peasy. Makes compliance easy, too.

MJ

Macy J

08/28/23

5 out of 5

"Saving made easy!"

What do you like best about Guideline? I love how easy it is to contribute to a retirement plan - both as a business owner and employee of that business. It's easy for me to offer my employees this major benefit and I love how seamless it is as an employee as well.